XBRL for Investment Management
The SEC will require you to file the risk return profile of each of your funds as an exhibit beginning in 2010. For this new submission, you'll have to add a new set of activities to your disclosure process: tagging, validating the tags through reviewing in an interactive viewer, and then submission.
- Webinar: Automate Your External Reporting Process with Bowne Compliance Driver.
Join us for a complimentary webinar and see how Bowne Compliance Driver can help you reduce costs, save time and minimize risks associated with your SEC reports. - Need help filing Form SH?
Turn to Bowne for all your Form SH and regulatory filing needs. - XBRL
Worried about XBRL? Don't be. Learn what XBRL can do for your organization. - Bowne's strategic alliance with Clarity Systems
Learn more about the Bowne and Clarity partnership.
Services for the way you work
We have been involved with the XBRL mutual fund effort at the SEC from the beginning, having participated in the creation of the Investment Company Institute's (ICI) Risk Return taxonomy. Once endorsed by the SEC as part of the voluntary program, Bowne was the first company to file XBRL risk return information on behalf of one of its clients, lending both our experience and expertise to ensure a successful submission.
With our experience and consultative approach, we can help you take advantage of our services to make XBRL an easy addition to your normal work flow
- Select the service that works for you
- XBRL output as part of our traditional composition services
- Adopt FundAlign to control composition and XBRL output for all your documents
- Rivet software and services for tagging in-house
Validate your filing with our XBRL viewer
Also, please participate in the voluntary program for the shareholder reports. The SEC needs participants and you can be part of the dialogue to make this work for you and send a powerful message to your investors and prospects. XBRL and the SEC's filing program provides you the opportunity to demonstrate not only your commitment to full disclosure and financial transparency for investors but also your leadership role in driving new technology initiatives and reporting efficiencies.
